Zoho Mail
ClickUp
integromat

An automated workflow using integromat

Connects Zoho Mail + ClickUp

Create ClickUp tasks from new Zoho Mail emails

About this workflow template

This automation scenario allows you to connect Zoho Mail and ClickUp

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Zoho Mail and ClickUp can also be integrated using automation tools other than integromat:

Diagram

Create ClickUp tasks from new Zoho Mail emails
Workflow diagram: Zoho Mail + ClickUp integration

How it works?

When this trigger fires in Zoho Mail

Zoho Mail

Watch Folder Emails in Zoho Mail

Triggers when a new email has been received in the specified folder.

Then these actions happen in ClickUp and ClickUp

Zoho Mail

Get an Email Content in Zoho Mail

Retrieves an existing mail.

ClickUp

Create a Task in ClickUp

Creates new task in a specific list or sub-task in a specific task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new Zoho Mail emails.

Part I

Configure Applications

First, we need to connect Zoho Mail and ClickUp to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Zoho Mail to Make.com.

    Connect Zoho Mail to Make.com.

    Give Make.com access to your Zoho Mail account, using Zoho Mail credentials.

  • Connect ClickUp to Make.com.

    Connect ClickUp to Make.com.

    Give Make.com access to your ClickUp account, using ClickUp credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Zoho Mail

    Set up a Trigger action for Zoho Mail

    Choose the following trigger: Watch Folder Emails (Triggers when a new email has been received in the specified folder.).

  • Then set up an Action for Zoho Mail

    Then set up an Action for Zoho Mail

    Choose this action: Get an Email Content (Retrieves an existing mail.).

  • Then set up another Action for ClickUp

    Then set up another Action for ClickUp

    Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho Mail and ClickUp.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create ClickUp tasks from new Zoho Mail emails!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Zoho Mail

    Send email

    Create and send a new email message.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Mail

    Get an email content

    Retrieves an existing mail.

    integromat
    actionbyintegromat
  • Zoho Mail

    Create new task

    Creates a new task.

    zapier
    actionbyzapier
  • Zoho Mail

    Send an email

    Sends a new email.

    integromatautomateio
    actionbyintegromatautomateio
  • Zoho Mail

    Create draft

    Create (but do not send) a new email message.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Mail

    Create tag

    Creates a new tag.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.